What the experts are saying about PONY-T

Did an acquisition which really ticked off a lot of investors diluting the share count by about 50%. The attraction of the company was that they had very good well results and very, very deep inventory. Management has had a tough time selling this. You just have to wait for this to clear. It screens very well on a valuation relative to growth rate. Extremely inexpensive relative to the growth rate and the running room they have now acquired.

Did an acquisition which really ticked off a lot of investors diluting the share count by about 50%. The attraction of the company was that they had very good well results and very, very deep inventory. Management has had a tough time selling this. You just have to wait for this to clear. It screens very well on a valuation relative to growth rate. Extremely inexpensive relative to the growth rate and the running room they have now acquired.

This is more of a gas stock than anything else. Historically, these stocks do very well from around the last week in January to around the end of April. This year, that didn’t happen, and the technicals didn’t support the seasonal trade. Look for better opportunities elsewhere.

This is more of a gas stock than anything else. Historically, these stocks do very well from around the last week in January to around the end of April. This year, that didn’t happen, and the technicals didn’t support the seasonal trade. Look for better opportunities elsewhere.

Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

A small company in the Montney gas play. They have big resources and big upside if they were to be acquired. The issue is that gas prices have been pretty weak. They continue to issue stock to finance their activity, which is negative for the stock in the short term.

A small company in the Montney gas play. They have big resources and big upside if they were to be acquired. The issue is that gas prices have been pretty weak. They continue to issue stock to finance their activity, which is negative for the stock in the short term.

The company is looking for production growth of about 80% in 2017 and 40% in 2018. There is no other natural gas player in Western Canada that has those kinds of growth rates. The valuation is actually below the average of their peers, which is also very attractive. (Analysts’ price target is $10.)

The company is looking for production growth of about 80% in 2017 and 40% in 2018. There is no other natural gas player in Western Canada that has those kinds of growth rates. The valuation is actually below the average of their peers, which is also very attractive. (Analysts’ price target is $10.)

A natural gas producer in Northeast BC. Have done an excellent job in executing their growth plan. They’ve got big plans out to 2020, and thinks they kind of want to broach that 100,000 barrels’ equivalent mark, and are currently at about 40,000. They have stepwise plan for adding infrastructure with their partner, AltaGas (ALA-T). AltaGas has built a plant, and have another phase planned. His issue is that they have vastly outspent cash flow and have ramped up debt levels. Management has done a fantastic job.

A natural gas producer in Northeast BC. Have done an excellent job in executing their growth plan. They’ve got big plans out to 2020, and thinks they kind of want to broach that 100,000 barrels’ equivalent mark, and are currently at about 40,000. They have stepwise plan for adding infrastructure with their partner, AltaGas (ALA-T). AltaGas has built a plant, and have another phase planned. His issue is that they have vastly outspent cash flow and have ramped up debt levels. Management has done a fantastic job.

A good company in natural gas. Had a really good performance this year to date. A lot of natural gas companies have come down recently. If predictions are right for El Niña, there should be increased demand for natural gas. A good commodity to own in this environment. There will be some more volatility in the sector, so you could probably buy a little bit cheaper, perhaps 5%.

A good company in natural gas. Had a really good performance this year to date. A lot of natural gas companies have come down recently. If predictions are right for El Niña, there should be increased demand for natural gas. A good commodity to own in this environment. There will be some more volatility in the sector, so you could probably buy a little bit cheaper, perhaps 5%.

Really doesn’t see any strong catalyst short of a sale for this name. It is hard to see how it is going to continue to go up in a sideways oil tape. It has had an okay run of late, and you could certainly lighten up. There is nothing fundamentally wrong with it, but doesn’t see any reason why you should be there.

Really doesn’t see any strong catalyst short of a sale for this name. It is hard to see how it is going to continue to go up in a sideways oil tape. It has had an okay run of late, and you could certainly lighten up. There is nothing fundamentally wrong with it, but doesn’t see any reason why you should be there.

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